Steward case

CASE-003468

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvjj6udb-39529workflow paused, state held

Side-by-side comparison

Incoming CLM-405576 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405576incoming	#1MBR-030915Steven Silva 0.831 rec. Best evidence: NameDate of birth
Name	Steve Silva	Steven V Silva
Date of birth	1976-05-11 11-05-1976	1976-05-11
Member ID	— UNKNOWN	UHC-27793-12
SSN	— •••-••-NULL	•••-••-6758
Phone	— N/A	6584081788
Email	— null	—
Address	— UNKNOWN	636 Maple Ave
City / state / ZIP	— -	Austin, TX, 78765
Group	GRP-8667	GRP-8667
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-030915Steven Silva0.83

Matched against ENR-107334, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-107334Steven Silva1976-05-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5582d437a59e
Escalated CLM-405576, top score 0.83, candidates MBR-030915

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Steven SilvaMBR-030915, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-405576 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvjj6udb-39529
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027766
Opened: 2026-10-22 12:43:43
Top score: 0.83